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  • Writer's pictureEdward Ballsdon


Published 10 Nov 23


Deep dive into the Canadian economy and financial markets highlighting

Debt Dynamics

  • Public sector trends, including Federal vs Provincial issuance, the BoC's QE and QT and ownership trends

  • Household debt trends, showing credit growth trends, the link to real estate prices, insured vs uninsured mortage trends and their interest maturity and absolute rate profiles.

  • Corporate debt trends

Inflation, including Burden and Choice trends and Food and Energy base effects

Leading Indicators and what they forecast

Equity Market Sentiment, broken down by subsectors

Foreign Exchange considerations

Expectations for the Bank of Canada

Yield curve considerations and Cross market yield spreads

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